Tracking and Managing Shipments

Shipments are used to track products being shipped from vendors. 

1. Select Shipments from the left panel.

2. Click on + New Shipment from the top of the page. 

3. Add a carrier and a delivery date. 

4. Click Add Items to Shipment. 

5. Find items using the search bar. You can search by a number of attributes, including PO number, vendor, acknowledgment number, or sales order information. Add the items using the arrow to the right of the product and then using the checkbox on the left to select the item on a sales or purchase order. YThen click select items on the bottom right. 

6. Click submit when all items are added to the shipment.

7. The status will update to Scheduled since a date was included when you created the shipment.

8. If you receive a notification that the shipment is on its way, you can update the status of the shipment to Incoming.

9. When the shipment arrives, update the status to received. The inventory status on each item will update to processing and the fulfillment status to received

Note: If you want to create inventory labels you can click Print labels from the top right of the screen and format them as desired. 

If you need to create a bill from the carrier for the shipment click New Carrier Bill from the top right of the page. 

You can then add the total freight cost and it will automatically be distributed amongst all items based on their value.